We work with successful business owners, individuals who have recently sold their business and those already in retirement. Our clients, like us, are friendly and relaxed; they have a desire for long-term advice, stewardship of their financial affairs and certainty in their family’s future.

We like the clients we work with. And they like us.

Our clients are always impressed by what we do. So word soon gets out. That’s why the vast majority of our clients have either been referred to us by existing clients, or by family solicitors and accountants. Most of our clients have been with us for quite some time. And many have worked with us for over 30 years.

See more about our type of clients below

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Business Owners

Running a business? Planning to hand over the reins?

If you’re a successful business owner, you’re probably too busy with life and managing a business to manage your wealth. We can relieve you of this extra task.
We also work with business owners who are getting ready to, or have recently sold their business. Handing over control can be a stressful time. We can help support you through this transition.
We’ll help you to protect the wealth you’ve worked hard to achieve, grow your capital and relax into retirement.

Family Stewards

Like to create a legacy?

If you’re the type of client whose main concern is making sure your family is looked after and relieved of financial worry, we understand. It’s important to look after your loved ones.
Donald Wealth Management can help you to support your family’s future. And plan for your wealth to be passed through the generations.
We offer wealth management that takes care of those you care about.

Financial Independents

Want to remain independent?

If you’re the type of client who wants to be financially independent, we can help to grow and protect your wealth.
We can manage your wealth so you never run out of money and always maintain the lifestyle you love.
Have the freedom to enjoy your life into the future. Without worry.

What if we can’t take you on as a client?

We’re not the right fit for everyone. But we can help you find your perfect partner.

If we don’t feel we can make a significant impact to your finances, we’ll refer you to a financial advisor we feel would be perfect for you.

Multi-Award Winning Wealth Management

New Model Adviser 2015

the wealth net award logo
Moneyfacts award
The Aberdeen awards logo

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